SCHOLTZ & COMPANY, LLC
All 13F Filings
- Location
- Stamford, CT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 200,256
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 48 | 200,256 | 13F-HR | SCHOLTZ & COMPANY, LLC |
| Q1 2026 | 5/15/2026 | 49 | 195,424 | 13F-HR | SCHOLTZ & COMPANY, LLC |
| Q4 2025 | 2/11/2026 | 51 | 230,309 | 13F-HR | SCHOLTZ & COMPANY, LLC |
| Q3 2025 | 11/12/2025 | 51 | 227,625 | 13F-HR | SCHOLTZ & COMPANY, LLC |
| Q2 2025 | 8/4/2025 | 52 | 227,837 | 13F-HR | SCHOLTZ & COMPANY, LLC |
| Q1 2014 | 5/16/2014 | 79 | 93,319 | 13F-HR/A - RESTATEMENT | SCHOLTZ & COMPANY, LLC |
| Q1 2014 | 5/14/2014 | 79 | 72,824 | 13F-HR | SCHOLTZ & COMPANY, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 199 K | 99.4% | 4.763 K | 0 | 4.763 K |
| ETFs | 1.012 K | 0.5% | 36 | 0 | 36 |
| Debt | 225 | 0.1% | 31 | 0 | 31 |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
200,256
Holdings
48
QoQ value change ($000)
4,832
(2.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.